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- Tasks: Lead financial direction and reporting for the Wealth Planning division.
- Company: Dynamic finance firm focused on innovative wealth management solutions.
- Benefits: Competitive salary, discretionary bonus, and comprehensive benefits package.
- Why this job: Shape the future of wealth planning with strategic financial leadership.
- Qualifications: Qualified Accountant with 10+ years in wealth planning or financial services.
- Other info: Opportunity for significant career growth in a rapidly expanding sector.
The predicted salary is between 100000 - 150000 £ per year.
Overview
Salary: £125,000 + benefits & discretionary bonus
Initially reporting to the Group Chief Financial Officer, this is a senior role within the Finance function, responsible for overseeing the delivery of financial direction and reporting to the growing Wealth Planning division of the business. The role will lead the development of best-practice operational processes within the Wealth Planning business, focusing on the effective capture, maintenance, updating, and reporting of key financial measures. With recent rapid growth and further material growth planned, the role will lead the modernisation and systemisation of these processes, working alongside senior business leaders to ensure best practice is implemented efficiently and at scale. The role will also challenge strategic decision-making, drawing on prior experience operating within a Wealth Planning business of scale.
Responsibilities
- Lead Finance engagement in key Wealth Planning management committees and senior management interactions.
- Ensure operational process changes within the Wealth Planning business incorporate the requirements for timely and accurate financial reporting.
- Develop a close working relationship with the CFO, ensuring transparent reporting of priorities and progress against agreed improvement targets and financial measures.
- Supervise the prioritisation and implementation of financial reporting elements of strategic change initiatives across the Wealth Planning business, working closely with Financial Control and Business Partnering teams.
- Constructively challenge senior leadership in strategic decision-making to support growth in an efficient, scalable, and well-controlled manner.
- Review material recruitment initiatives and M&A acquisitions for integration risks and opportunities, capturing value through synergies and optimised integration, including performance tracking against expectations.
- Introduce best-practice controls and reporting, leveraging experience from similar organisations.
- Coordinate multiple delivery priorities across the Finance team, enhancing methods used to collate and produce financial information.
- Recommend improvements to key Wealth Planning financial processes, including (but not limited to):
- Capture and reporting of AuA and flows from third-party platforms
- Pricing improvements that drive value and consistency
- Tracking cross-selling activity between Wealth Planning and affiliated investment management activities
Qualifications
- Qualified Accountant (ACA, ACCA, CIMA, or equivalent) with a minimum of 10 years' post-qualification experience, including experience in the wealth planning industry
- Broad finance experience within financial services, ideally wealth planning and wealth management
- Knowledge of Xplan is useful
- Strong understanding of key financial metrics and best-practice reporting approaches
Senior Finance Manager - Wealth Management in City of London employer: Best Bookies Price Pty Ltd
Contact Detail:
Best Bookies Price Pty Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Finance Manager - Wealth Management in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to key players. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values, recent news, and how they operate within the wealth planning space. We want you to walk in with confidence, ready to discuss how your experience aligns with their goals.
✨Tip Number 3
Showcase your expertise! Bring examples of your past achievements in financial reporting and operational improvements. We’re talking about real numbers and results that demonstrate your impact in previous roles. This is your chance to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged. Let’s get you on board with us at StudySmarter!
We think you need these skills to ace Senior Finance Manager - Wealth Management in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Finance Manager in Wealth Management. Highlight your relevant experience and skills that align with the job description, especially your background in financial services and wealth planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific achievements that demonstrate your ability to lead financial processes and challenge strategic decisions effectively.
Showcase Your Qualifications: Don’t forget to emphasise your qualifications, like being a qualified accountant with extensive experience. Make it clear how your background aligns with the requirements, especially your knowledge of key financial metrics and reporting approaches.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Best Bookies Price Pty Ltd
✨Know Your Numbers
As a Senior Finance Manager, you'll need to demonstrate a strong grasp of financial metrics. Brush up on key financial measures relevant to wealth planning and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with the numbers but can also leverage them for strategic decision-making.
✨Showcase Your Leadership Skills
This role involves engaging with senior management and leading finance initiatives. Prepare examples of how you've successfully led teams or projects in the past, particularly in finance. Highlight your ability to challenge decisions constructively and drive improvements, as this will resonate well with the interviewers.
✨Understand the Business Landscape
Familiarise yourself with the current trends and challenges in the wealth management sector. Be prepared to discuss how these factors could impact the company and suggest ways to navigate them. This demonstrates your proactive approach and understanding of the industry, which is crucial for the role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the company's growth plans, their approach to financial reporting, and how they envision the role evolving. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
